Overview
Assets Under Management: $146 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 47
Average Client Assets: $1.6 million
Frequently Asked Questions
FORT ADVISORS INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299243), FORT ADVISORS INC is subject to fiduciary duty under federal law.
FORT ADVISORS INC is headquartered in AUSTIN, TX.
FORT ADVISORS INC serves 47 high-net-worth clients according to their SEC filing dated March 28, 2026. View client details ↓
According to their SEC Form ADV, FORT ADVISORS INC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FORT ADVISORS INC manages $146 million in client assets according to their SEC filing dated March 28, 2026.
According to their SEC Form ADV, FORT ADVISORS INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.93%
Average Client Assets: $1.6 million
Total Client Accounts: 713
Discretionary Accounts: 713
Regulatory Filings
CRD Number: 299243
Filing ID: 2083905
Last Filing Date: 2026-03-28 09:56:32